Sue Hanley Unlocking the Secrets of SharePoint User Adoption [email protected] @susanhanley SharePoint Fest DC August 7, 2013 ©2013 SUSAN HANLEY LLC.

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Transcript Sue Hanley Unlocking the Secrets of SharePoint User Adoption [email protected] @susanhanley SharePoint Fest DC August 7, 2013 ©2013 SUSAN HANLEY LLC.

Unlocking the Secrets of SharePoint User Adoption

SharePoint Fest DC August 7, 2013 ©2013 SUSAN HANLEY LLC Sue Hanley [email protected]

@susanhanley

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User Adoption

Are we sure?

User Engagement

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But wait, then why are we here?

©2013 SUSAN HANLEY LLC

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Results mean …     The average time to on-board a new employee went from 3 months to 3 weeks Customer satisfaction scores increased by 20% Average profitability per client engagement increased by 10% Revenue increased by 10% with no increase in headcount ©2013 SUSAN HANLEY LLC

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Secret # 1: Adoption is not the end game

We built it, why don’t users just come?

©2013 SUSAN HANLEY LLC

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Features that engage      Likes and Ratings Recognition Feedback Helpful Hints Search that works!

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Content that engages     Well-written  Text easy to scan  Tips for writing great content for SharePoint Accurate, useful, timely, relevant No distracting images or banners Addresses the point http://tiny.cc/ContentAuthoring ©2013 SUSAN HANLEY LLC

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Secret # 3: It’s personal

Adoption in Four Words ©2013 SUSAN HANLEY LLC

Me Mine Ours Focused

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Why is it difficult to adopt new technologies?

Delayed Gratification No Guarantees Squishy Benefits ©2013 SUSAN HANLEY LLC

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The 9X Effect ©2013 SUSAN HANLEY LLC

A new product has to offer a 9 X improvement over the existing solution in order to be immediately or easily adopted.*

*Gourville, John T., “Why Consumers Don’t Buy: The Psychology of New Product Adoption.” Harvard Business School Note #504-056 (Boston: Harvard Business School Publishing, 2004).

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Why is change so hard?    Comfort with the status quo  “This is how we’ve always done it … and it works for me.” Discomfort with being forced to change  “I’m not broken, why are you trying to fix me?” No personal benefit  “Sure, I see why the big-wigs would want this, but what’s in it for me?” ©2013 SUSAN HANLEY LLC

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How does change impact your adoption plan?

©2013 SUSAN HANLEY LLC DEGREE OF CHANGE Engagement Communications and Training ADOPTION PLAN FOCUS

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Ease in to change …     Start small Keep it simple Consider your culture Consider the “long wow”– help users create new habits ©2013 SUSAN HANLEY LLC

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… and engage some helpers ©2013 SUSAN HANLEY LLC  Identify and engage your Mikeys

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Secret # 6: It’s all about comfort

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Don’t assume it’s intuitive Have a training roadmap – to increase user comfort One size does not fit all Don’t try to train all at once ©2013 SUSAN HANLEY LLC

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Supplement with timely, recurring fun …    SharePointoberfest - inebriate while you collaborate!

CollaBOOration - A Ghoulish Guide to Metadata SharePointgiving - Give thanks to document workflow and approval ©2013 SUSAN HANLEY LLC

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Just the facts ©2013 SUSAN HANLEY LLC

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Launch ideas that worked … mostly ©2013 SUSAN HANLEY LLC

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Launch Video ©2013 SUSAN HANLEY LLC http://www.scoop.it/t/intranet-launch-videos-and-teasers

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Persistent communications that rocked

30 for 30

Get Sharp on SharePoint

Intercept requests for communiction via email – help with ongoing transition ©2013 SUSAN HANLEY LLC

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Tested ideas for your communications plan             Regular “on site events” – Polls on Mondays, Conversation Topic of the Week on Tuesdays, Employee Spotlights on Wednesdays, Trivia on Fridays Leverage existing meetings and events Create (and use) an “anecdote” bank Target your messages Did you know …? (tip of the day) Portal Minute at the start of company meetings

Weekly recap

“Look what they did” success stories Cafeteria table toppers Message board/break room announcements or posters Desktop wallpaper

Usability testing

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Secret # 8: It’s about support

It takes a village ©2013 SUSAN HANLEY LLC Seed the organization with evangelists Plan ongoing support Make sure the help desk is prepared  Pilot team  Volunteers  Employee advocates  Office hours  Center of Excellence  Training and Documentation

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Secret # 9: It’s about fun!

Incentives and rewards help kick-start …   Key Influencer Strategy  Someone important  Model the behavior Fun Stuff  Scavenger Hunt  Launch Video  Points, Badges, Prizes  Five for Five  “Profile Week” ©2013 SUSAN HANLEY LLC

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… and gamification can help maintain engagement … in the right situations ©2013 SUSAN HANLEY LLC Gamification is the application of game elements and game mechanics to non-game problems, such as business and social impact challenges.

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Community features in SharePoint 2013 include gamification ©2013 SUSAN HANLEY LLC

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Game elements: Points, Badges, Leaderboards ©2013 SUSAN HANLEY LLC

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Is gamification appropriate for your business challenge?

    Motivation: Where would you derive value from encouraging behavior?

Meaningful choices: Are your target activities sufficiently interesting?

Structure: Can the desired behaviors be modeled through a set of algorithms?

Potential conflicts: Can the game avoid conflicts with existing motivational structures?

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Allow users to provide feedback     User feedback helps identify where you’ve got adoption challenges Provide an opportunity to provide feedback on every page of your site Get up out of your desk and ASK for feedback!

Conduct usability tests and LISTEN to what people say but WATCH what they do ©2013 SUSAN HANLEY LLC

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Secret # 11: You’re never done

Secret # 12: It’s about sharing

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Adoption is not the end game Adoptable solutions solve real problems 3.

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It’s personal You can prepare It’s about change It’s about comfort It’s about communications 8.

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It’s about support It’s about fun!

10. It’s about listening 11. You’re never done 12. It’s about sharing ©2013 SUSAN HANLEY LLC

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• • • Independent consultant specializing in • Governance • User Adoption • Metrics • Information Architecture • Knowledge Management • Portals, Intranets, Collaboration Solutions Led national Portals, Management Collaboration, and Content practice for Dell Director of Knowledge Management at American Management Systems [email protected]

susanhanley www.susanhanley.com

http://www.networkworld.com/community/sharepoint

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User Adoption Resources   General  Read User Adoption Strategies: Shifting Second Wave People to New Collaboration Technology by Michael Sampson  Jakob Nielsen’s Alertbox: http://www.useit.com/alertbox/ (Current Issues in Web Usability)  Reference article published 3/4/13 about social features on intranets: http://www.nngroup.com/articles/intranet social-features/ SharePoint  Essential SharePoint 2013  Essential SharePoint 2010   Practical Framework for SharePoint Metrics DiscoverSharePoint.com

 SharePoint Server 2010 Adoption Best Practices White Paper (http://bit.ly/acLyla)  www.nothingbutsharepoint.com

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A rose by any other name … One Carlyle Team Carlyle My Carlyle PERKolator (blogs) Orchard (intranet) The Grid The Pulse Connect ©2013 SUSAN HANLEY LLC The Core The Cupboard

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